Milestone Investment Advisors LLC
MIDDLETON WI · SEC CIK 0001967018
$4.14亿2026Q1 申报市值
139持仓数
46.5%前十大占比 · 第一大 9.6%
9 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VO 加仓+$150.85万
AVDE 加仓+$143.73万
SMMU 加仓+$111.18万
VXUS 加仓+$82.66万
VYM 加仓+$74.91万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$47.54万
XMHQ 减仓-$27.30万
SCHX 减仓-$26.27万
SPGP 减仓-$25.53万
JSCP 减仓-$24.94万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | $203.42万 | 0.49% | 40,586 | 8,992 | 28.5% | $45.07万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $214.98万 | 0.52% | 27,879 | 10,720 | 62.5% | $82.66万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $226.19万 | 0.55% | 21,017 | -2,372 | -10.1% | -$25.53万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $237.10万 | 0.57% | 22,937 | -2,641 | -10.3% | -$27.30万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $254.40万 | 0.61% | 27,504 | -183 | -0.7% | -$1.69万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $325.97万 | 0.79% | 61,469 | 655 | 1.1% | $3.47万 | 加仓 |
| SMMU | PIMCO ETF TR | $332.13万 | 0.80% | 65,834 | 22,038 | 50.3% | $111.18万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $339.38万 | 0.82% | 46,402 | -216 | -0.5% | -$1.58万 | 减仓 |
| IQLT | ISHARES TR | $351.46万 | 0.85% | 76,025 | -4,938 | -6.1% | -$22.83万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $364.39万 | 0.88% | 145,554 | 1,983 | 1.4% | $4.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $389.36万 | 0.94% | 19,845 | -44 | -0.2% | -$8,633 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $427.80万 | 1.03% | 90,443 | -5,273 | -5.5% | -$24.94万 | 减仓 |
| IGM | ISHARES TR | $429.88万 | 1.04% | 36,273 | 155 | 0.4% | $1.84万 | 加仓 |
| USMV | ISHARES TR | $453.85万 | 1.10% | 48,938 | 244 | 0.5% | $2.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $479.26万 | 1.16% | 14,939 | 183 | 1.2% | $5.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $526.57万 | 1.27% | 27,437 | 313 | 1.2% | $6.01万 | 加仓 |
| IWY | ISHARES TR | $531.22万 | 1.28% | 21,348 | 149 | 0.7% | $3.71万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $555.17万 | 1.34% | 130,506 | 13,819 | 11.8% | $58.79万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $573.84万 | 1.39% | 43,178 | -1,574 | -3.5% | -$20.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $599.41万 | 1.45% | 195,375 | -15,496 | -7.3% | -$47.54万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $607.21万 | 1.47% | 159,792 | 8,383 | 5.5% | $31.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $633.87万 | 1.53% | 256,111 | 18,948 | 8.0% | $46.90万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $637.40万 | 1.54% | 82,586 | 2,040 | 2.5% | $15.74万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $947.25万 | 2.29% | 390,298 | 23,570 | 6.4% | $57.20万 | 加仓 |
| EMNT | PIMCO ETF TR | $960.72万 | 2.32% | 97,116 | 1,332 | 1.4% | $13.18万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $966.19万 | 2.33% | 346,925 | 13,710 | 4.1% | $38.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $980.06万 | 2.37% | 123,636 | 3,740 | 3.1% | $29.65万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,042.24万 | 2.52% | 336,639 | -345 | -0.1% | -$1.07万 | 减仓 |
| USFR | WISDOMTREE TR | $1,045.97万 | 2.53% | 207,782 | -687 | -0.3% | -$3.46万 | 减仓 |
| SUSB | ISHARES TR | $1,058.70万 | 2.56% | 422,380 | 5,348 | 1.3% | $13.40万 | 加仓 |
| IVV | ISHARES TR | $1,091.84万 | 2.64% | 16,715 | 630 | 3.9% | $41.15万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,122.75万 | 2.71% | 238,478 | 185 | 0.1% | $8,710 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,134.32万 | 2.74% | 39,499 | 5,253 | 15.3% | $150.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,191.10万 | 2.88% | 80,425 | 5,058 | 6.7% | $74.91万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,200.56万 | 2.90% | 141,509 | 16,941 | 13.6% | $143.73万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,251.12万 | 3.02% | 274,247 | -1,669 | -0.6% | -$7.61万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,338.29万 | 3.23% | 533,182 | -8,262 | -1.5% | -$20.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,788.32万 | 4.32% | 40,942 | -473 | -1.1% | -$20.66万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,801.11万 | 4.35% | 326,052 | 6,260 | 2.0% | $34.58万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,586.40万 | 6.25% | 1,008,736 | -10,246 | -1.0% | -$26.27万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,977.27万 | 7.19% | 1,022,063 | 7,657 | 0.8% | $22.30万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,970.92万 | 9.59% | 528,118 | 2,201 | 0.4% | $16.55万 | 加仓 |